Think Smart with TMFG

Episode 41: What Trends Are we seeing in the Investment Industry and Asset Management These Days?

Trending towards tech is great for everyone. AI is working to make the index and markets more efficient and save us money. More people are leaning towards global and diversified portfolios. What is Factor investing and what are the benefits of this and Evidence-Based investing? What has replaced the pension plans of the past?

Episode 40: Protecting Your Interests

Real life happens; whether it's a divorce, a marriage, illness or even a death in the family. Having an advisor can help you ride the rough tides of life.  This and more Today on Think Smart.

Episode 39: Predicting The Gloom: Can we determine what the market will look in 2020?

What may be coming down the pipe? Is a recession still looming on the horizon? Which direction are interest rates going? Beyond Meat's stock prices to hit a record high? Dropping Stock Prices, President Trump, Brexit Resolved.
Can we predict it?

Episode 38: "Wealthspan": Making Your Retirement Money Last

Global attitudes towards retirement are changing. Managing expectations of retirement income; may be a little different than what you had in mind. How gov't dependency may be crippling for future generations of retirees. How living longer is affecting our short and long-term goals. This and more today on Think Smart.

Episode 37: Strategies for Tax Optimizing Your Accounts

A rundown on the tax advantages of different account types from Open to RESPs. When, how and why to RRIF. Capital gains and taxation.

Episode 36: Pseudo Savings - when you're harming your chances of saving for the future

Inflation and the new TFSA rate for 2020. Moving money between accounts only increases cash flow and pseudo savings, not true savings. Learn the art and best practices for creating real savings for retirement. The more you make, the harder saving money can be. Curb bad spending habits and create a healthy financial future with today's tips and tricks from Think Smart.

Episode 35: Oil and Gas Giant Encana Moves Its Calgary Headquarters to The US

Our opinions are on the recent move of oil and gas giant Encana south of the border; Job losses to the Canadian economy, the future of oil and gas in Canada, advancements in the auto industry and what impacts they may have on transportation. This and more today on Think Smart.

Episode 34: Technology: Making Us Way Better At What We Do!

Technology has had a huge impact on financial services. Market efficiencies are translating into enormous benefits for clients. Listen here today for more insights in part 2 of our debrief of DFA's Charlotte, NC conference. 

Episode 32: The Evolution of Funds - Dimensional Fund Advisors Conference Charlotte NC

Charlotte North Carolina 2nd largest U.S. financial center hosts the annual DFA conference. A company that aims to do even their best, 30 years on. What strategies and growth are we seeing in new portfolios? What is it about this company that helps them thrive in excellence?

 

Episode 31: Part 2 - Pursuing a Better Investment Experience

Key principles to improve your investment success. Practice smart diversification to manage risk. Avoid timing the market to maximize your returns. Managing your emotions can be a struggle when it comes to your investments. This and more today on Think Smart.